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Customer Success Associate

Numeric · San Francisco · On-site

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About Numeric

Numeric is the data platform finance teams run on, from close management and order-to-cash to a full ERP replacement. Report with full context and automate recurring work. Backed by IVP and Menlo.

About the role

Do you love seeing a customer go from "we bought this" to "we can't work without this"? Ever wish you could help hundreds of accounting teams at once instead of one ticket at a time?

What they're looking for

  • Prior customer success, support, or enablement experience at a B2B SaaS company
  • Experience with accounting software like NetSuite, QuickBooks, or Xero
  • CPA certification or actively pursuing
  • Experience building content, running webinars, or managing digital customer programs
More about this role

Every business relies on accounting. Yet most software in the space was built in the early 2000s — clunky, slow, and far behind the curve on AI. Today, accountants are facing a growing, unsolved data problem as a consequence of complexity, data, and system fragmentation — and they lack the tools to solve it. The problems are real, hard, and increasingly urgent. But they're solvable.

Enter Numeric — the modern financial data platform for accounting and finance . Weaving together data, workflows, and AI-first solutions, we're empowering accounting teams to achieve verifiable, detailed financial data faster and make business decisions with greater confidence.

We have strong product market fit and a growing base of customers who love our product — including Anthropic, OpenAI, Plaid, Brex, and many more. We're backed by top-tier investors including Menlo Ventures, IVP, Founders Fund, and 8VC, along with founders and executives from Ramp, Segment, and other category-defining companies.

Do you love seeing a customer go from "we bought this" to "we can't work without this"?

Ever wish you could help hundreds of accounting teams at once instead of one ticket at a time?

Do you get energized...

Read the full posting on Numeric's site ↗

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